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Created On: 06/27/2024
in Data & Reporting
Watch this video to learn how to run a solicitation analysis in your GiveSmart Donor CRM account. ...
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Created On: 06/27/2024
in Data & Reporting
Quick and advanced filters are available when viewing the Gift and Contact listings. Quick Filters: allow you to quickly search based on basic information such as dates, name, address, or tags Advanced Filters: are set up by selecting...
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Created On: 06/27/2024
in Data & Reporting
Within GiveSmart Donor CRM we have created quick report options to assist you in getting the information you need quickly. To locate the report options, from the left navigation select Reports . At the top of the Reports page, notice there are ...
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Created On: 06/27/2024
in Gifts
Add a New Pledge A pledge is a financial contract between a donor and charity/organization that the donor promises to make payment on in the future. Select Pledges section on the left navigation bar Click on Add a new Pled...
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Created On: 06/27/2024
in Data & Reporting
GiveSmart Donor CRM allows you to efficiently merge potential donor contacts in the module. Review potential duplicates at different risk levels and compare and select contact information to retain prior to merging, providing you the ability to e...
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Created On: 06/27/2024
in Setup & Settings
If you have a license with DonorSearch, you'll need to add your API key to GiveSmart Donor CRM to integrate the products. Locate Your API in DonorSearch Login to your DonorSearch online account at: www.donorlead.net Click My Account in t...
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Created On: 06/27/2024
in Communication
Watch this video to thank your donors with emails, physical mail, and more through the GiveSmart Donor CRM system. NOTE : To send a Gift or Pledge Thank You, select Communications from the left navigation, as these features have moved to a ne...
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Created On: 06/27/2024
in Contacts
Use our helpful tips to assist you in creating and managing your new households and groups. Adjust Column Order In preparation for creating your households and groups, you can adjust the column order to move the frequently sorted columns to th...
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Created On: 06/27/2024
in Contacts
Create a Household or Group within GiveSmart Donor CRM to view relationship metrics between individual contacts. Our Services Team can help you create a strategy on how to best utilize this feature. Learn more about our service offerings he...
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Created On: 06/27/2024
in Setup & Settings
Activities A historical recording of completed or to-be-completed tasks associated with a specific contact Examples: A phone call scheduled for User A to call Donor B next week, an email that went out to Donor C a month ago, a meeting ...